Steward Partners Investment Advisory’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.4K | Sell |
541
-3,028
| -85% | -$344K | ﹤0.01% | 2375 |
|
|
2025
Q1 | $336K | Sell |
3,569
-535
| -13% | -$50.3K | ﹤0.01% | 1387 |
|
|
2024
Q4 | $390K | Sell |
4,104
-14,475
| -78% | -$1.38M | ﹤0.01% | 1280 |
|
|
2024
Q3 | $1.86M | Buy |
18,579
+1,554
| +9% | +$156K | 0.02% | 653 |
|
|
2024
Q2 | $1.84M | Buy |
17,025
+16,636
| +4,277% | +$1.8M | 0.02% | 611 |
|
|
2024
Q1 | $48.5K | Buy |
389
+54
| +16% | +$6.74K | ﹤0.01% | 2135 |
|
|
2023
Q4 | $36.3K | Sell |
335
-21
| -6% | -$2.28K | ﹤0.01% | 2124 |
|
|
2023
Q3 | $33.9K | Buy |
356
+52
| +17% | +$4.96K | ﹤0.01% | 2079 |
|
|
2023
Q2 | $26.3K | Buy |
304
+133
| +78% | +$11.5K | ﹤0.01% | 2158 |
|
|
2023
Q1 | $14.2K | Buy |
171
+18
| +12% | +$1.5K | ﹤0.01% | 2397 |
|
|
2022
Q4 | $13.5K | Hold |
153
| – | – | ﹤0.01% | 2429 |
|
|
2022
Q3 | $11K | Hold |
153
| – | – | ﹤0.01% | 2495 |
|
|
2022
Q2 | $13K | Buy |
153
+1
| +0.7% | +$85 | ﹤0.01% | 2420 |
|
|
2022
Q1 | $15K | Hold |
152
| – | – | ﹤0.01% | 2493 |
|
|
2021
Q4 | $17K | Hold |
152
| – | – | ﹤0.01% | 2394 |
|
|
2021
Q3 | $16K | Hold |
152
| – | – | ﹤0.01% | 2421 |
|
|
2021
Q2 | $19K | Sell |
152
-65
| -30% | -$8.13K | ﹤0.01% | 5196 |
|
|
2021
Q1 | $25.7K | Buy |
217
+65
| +43% | +$7.7K | ﹤0.01% | 2354 |
|
|
2020
Q4 | $13K | Buy |
152
+1
| +0.7% | +$86 | ﹤0.01% | 2217 |
|
|
2020
Q3 | $11K | Hold |
151
| – | – | ﹤0.01% | 2108 |
|
|
2020
Q2 | $11K | Buy |
151
+1
| +0.7% | +$73 | ﹤0.01% | 2005 |
|
|
2020
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 1907 |
|
|
2019
Q4 | $14K | Sell |
150
-53
| -26% | -$4.95K | ﹤0.01% | 1895 |
|
|
2019
Q3 | $15K | Hold |
203
| – | – | ﹤0.01% | 1838 |
|
|
2019
Q2 | $16K | Buy |
+203
| New | +$16K | ﹤0.01% | 1793 |
|
|
2018
Q4 | – | Sell |
-254
| Closed | -$18K | – | 1715 |
|
|
2018
Q3 | $18K | Buy |
254
+86
| +51% | +$6.09K | ﹤0.01% | 1610 |
|
|
2018
Q2 | $12K | Buy |
168
+5
| +3% | +$357 | ﹤0.01% | 1674 |
|
|
2018
Q1 | $12K | Buy |
163
+23
| +16% | +$1.69K | ﹤0.01% | 1522 |
|
|
2017
Q4 | $12K | Buy |
140
+42
| +43% | +$3.6K | ﹤0.01% | 1303 |
|
|
2017
Q3 | $8K | Buy |
98
+48
| +96% | +$3.92K | ﹤0.01% | 1175 |
|
|
2017
Q2 | $3K | Sell |
50
-86
| -63% | -$5.16K | ﹤0.01% | 1349 |
|
|
2017
Q1 | $9K | Buy |
+136
| New | +$9K | ﹤0.01% | 970 |
|